+576.7%
A vs RY
+4,952.5%
-4,375.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.9% |
| 7D | -0.1% | -3.0% | +2.9% | +1.8% |
| 30D | +3.3% | +6.3% | -3.0% | -0.5% |
| 3M | +18.5% | -2.6% | +21.1% | +20.1% |
| 6M | +59.3% | +13.9% | +45.4% | +46.1% |
| YTD | +31.0% | +21.7% | +9.3% | +15.1% |
| 1Y | +19.3% | +40.4% | -21.1% | -4.2% |
| 3Y | +66.8% | +161.3% | -94.5% | -9.7% |
| 5Y | +15.5% | +126.5% | -111.0% | -31.8% |
| 10Y | +312.3% | +354.3% | -42.0% | +54.4% |
| All | +576.7% | +4,952.5% | -4,375.8% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling